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We offer a variety of specialized services designed to meet your specific goals and needs.

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Our Company

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term goals.

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Our Accreditations

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Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and Daniel J. Galli & Associates are not affiliated.  Additional products and services may be available through Daniel J. Galli or Daniel J. Galli & Associates that are not offered through AIC.

Securities products are limited to residents of AZ, CA, CT, FL, GA, IL, IN, MA, MD, ME, MI, MO, NH, NY, OR, PA, RI, SC, TX, VA, WA and WY.

Licensed for insurance sales in MA, RI, NH, WA, and FL.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  A Representative from Daniel J. Galli & Associates will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.

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